Elements Financial Advisor Tools + Kit
Add new prospects from Elements Financial Advisor Tools to a sequence in Kit as subscribers
When a new prospect is identified in your Elements Financial Advisor Tools app, this workflow ensures they are instantly added as a subscriber to a selected sequence in your Kit app. Benefit from this operational efficiency by ensuring no potential clients fall through the cracks and are appropriately nurtured through your marketing sequences. This automation goes a long way in streamlining your client engagement process.
When a new prospect is identified in your Elements Financial Advisor Tools app, this workflow ensures they are instantly added as a subscriber to a selected sequence in your Kit app. Benefit from this operational efficiency by ensuring no potential clients fall through the cracks and are appropriately nurtured through your marketing sequences. This automation goes a long way in streamlining your client engagement process.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Add Subscriber to Sequence
Add a subscriber to a specific sequence.
- Free forever for core features
- 14 day trial for premium features & apps
